Jobs / Sales Order Management
Customers want to know what is happening with their orders and any jobs which you may be completing on their behalf.
Reacting to requests for updates is simply not good enough for customers who now expect a proactive approach from suppliers.
Keep things organised internally and keep your customers in the loop at each and every stage of the process.
Not Included
Included
Key benefits
Below is a snapshot of some of the most popular key benefits from using the Jobs Module.
Manage schedules
Would you like to be able to manage your job schedule easily?
With a drag and drop calendar interface you can move around jobs and reassign them quickly and easily. You can choose what information is displayed within the calendar so you can make decisions around planning.
Multiple workflows
Do your jobs or sales orders go through more than one set of processes?
You can create one main set of statuses in the module with the ability to split these into independent workflows. This allows you to move a job into a specific workflow and view each independently.
Track profitability
How much money are you really making on your jobs / sales orders?
Sometimes what you forecast at the point of preparing a quotation may differ from what has actually happened. You can see the forecast and actual profit on each job, so you can monitor this closely.
Automatic updates
Have you ever placed an order with a company and been updated at each step of the way?
By simply changing the status of a job / sales order, you can automatically update a customer on the progress. This is a fantastic way to cut down on the time taken for phone calls and emails.
